The leading financial advisory service for business owners and executives

Private Business Advisory Services:


Private Company Advisory assists business owners by arranging capital from institutional sources, such as private equity funds, to expand operations or grow by acquisition. Where owners are interested in selling their business, our professionals manage a process to maximize the selling price. If owners are seeking capital to grow their business we pursue this capital from institutional sources. In every mandate, our focus is to create wealth for our clients.

Mergers & Acquisitions / Advisory Services

Our seasoned merger & acquisition professionals bring market intelligence, in-depth analysis and value-added advice to assist mid-market companies. If there is no established succession plan, our professionals will provide access to the right qualified buyers globally, enhance the value of your business and manage an auction process to maximize a companyís proceeds from sale and ensure optimal terms and conditions. A successful transaction requires careful planning, market knowledge, analysis, skillful negotiation, and attention to detail throughout an effectively managed process and coordination of numerous other parties.

Private Placements

The Private Company Advisory group works with rapidly growing public and private mid-market companies to provide advice and assist in raising capital. We maintain strong relationships with institutional investors around the globe as well as with Manulife Financial Corporationís investment group. Investorís criteria, transactions, preferences and funding are tracked as they change over time. High growth companies rely on us to negotiate optimal financing solutions to assist in achieving their business goals.